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PLANNING FOR RETIREMENT and BEYOND
Whether you're just starting out, just a few years away, or already living in retirement, it's never too late–or too early–to create or evaluate your financial plan for income during retirement.
RETIREMENT AND INVESTMENT PLANNING
Sandia Area Investment Services offers a broad range of tools and services as you plan for retirement.
401(k) and IRA rollover services
Long-term care plans
Tax-advantaged strategies
Stocks and bonds
Insurance and annuities
Estate planning services
Your first consultation is free!
Let's talk about your goals so you can start making a financial plan that fits you!
SCHEDULE YOUR FREE CONSULTATION
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sandia Area Federal Credit Union and Sandia Area Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sandia Area Investment Services, and may also be employees of Sandia Area Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sandia Area Federal Credit Union or Sandia Area Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not NCUA Insured or Any Other Government | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Sandia Area Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.